Trusts & Estates

This issue of the WealthCounsel Quarterly addresses important topics such as advising clients with estranged family members, guidance on several tax concepts, including basis, generation-skipping transfer tax, and charitable planning for individual taxpayers, Medicaid lien and estate recovery, and the fiduciary duties owed by managing members and managers of limited liability companies.

Articles include:

Cut Ties, Clear Plans: Estate Planning for Estranged Families
By: Fran-Marie Silveri, JD

Covering the Bases of Tax Basis
By: Sagar Jariwala, JD, LLM, and Phoebe Stone, JD, MA (Bioethics)

Medicaid Lien and Estate Recovery: A Primer
By: Zach Bloxham, JD

Demystified: A Practical Framework for Decoding Generation-Skipping Transfer Tax Problems
By: Harry T. Dao, JD, LLM

The Who, What, and When of Fiduciary Duties in Limited Liability Companies
By: Sarah Barton, JD

Charitable Planning Primer: Individual Taxpayers and Charitable Giving
By: Phoebe Stone, JD, MA (Bioethics)

The WealthCounsel Quarterly is the premier legal magazine for estate planning and elder law attorneys. Subscribers get access to the latest digital issue that includes informative articles written by industry leaders, practice development tips, and WealthCounsel’s full educational calendar for the quarter.

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